OPOWM
One Plus One Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,132
| Closed | -$257K | – | 91 |
|
|
2024
Q4 | $257K | Hold |
4,132
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $297K | Sell |
4,132
-300
| -7% | -$21.6K | 0.18% | 72 |
|
|
2024
Q2 | $282K | Hold |
4,432
| – | – | 0.16% | 74 |
|
|
2024
Q1 | $271K | Sell |
4,432
-400
| -8% | -$24.5K | 0.16% | 83 |
|
|
2023
Q4 | $285K | Sell |
4,832
-250
| -5% | -$14.7K | 0.17% | 76 |
|
|
2023
Q3 | $284K | Sell |
5,082
-500
| -9% | -$28K | 0.19% | 71 |
|
|
2023
Q2 | $336K | Hold |
5,582
| – | – | 0.21% | 64 |
|
|
2023
Q1 | $346K | Hold |
5,582
| – | – | 0.25% | 60 |
|
|
2022
Q4 | $355K | Hold |
5,582
| – | – | 0.25% | 62 |
|
|
2022
Q3 | $313K | Hold |
5,582
| – | – | 0.25% | 59 |
|
|
2022
Q2 | $351K | Hold |
5,582
| – | – | 0.27% | 60 |
|
|
2022
Q1 | $346K | Hold |
5,582
| – | – | 0.23% | 65 |
|
|
2021
Q4 | $331K | Hold |
5,582
| – | – | 0.23% | 66 |
|
|
2021
Q3 | $293K | Hold |
5,582
| – | – | 0.21% | 64 |
|
|
2021
Q2 | $302K | Buy |
5,582
+1,650
| +42% | +$89.3K | 0.21% | 59 |
|
|
2021
Q1 | $207K | Buy |
+3,932
| New | +$207K | 0.16% | 84 |
|